Administrative Assistant Apprenticeship with Riverside Financial Consultants – 7th August #CreateYourFuture

Job Summary

Responsibilities & Duties

• Learning and understanding the various systems used in the business
• Learning, understanding and implementing our systems and processes consistently for new business and reviews
• Support the advisers, para-planners and colleagues with administration-based duties
• Ensuring all client files are maintained accurately and electronically by scanning relevant documentation
• Dealing with incoming and outgoing post
• Liaising with investment providers and gathering information on behalf of advisers
• Maintaining new business pipeline reports
• Recording, sending and chasing Letters of Authority
• Updating the Company’s Social Media posts on Twitter and LinkedIn
• Updating the Company’s website with weekly blogs
• Update Fact find following Adviser meetings
• Input Attitude To Risk questions and produce risk profile report
• Gathering data from Product providers and chasing if necessary
• Adding clients to Intelligent Office and running monthly reports
• Managing stationery levels and ordering as necessary
• Preparing Policy Schedules
• Provide clients with information upon request
• Answering phone calls and booking appointments
• Maintaining current knowledge to ensure the business is compliant with regulation
• Assisting with projects from time-to-time
• Providing assistance with any task for which the jobholder is qualified by way of knowledge and experience

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